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AP

Anthony W. Park

LEIF CLARKE WEALTH MANAGEMENT
Ashland, KY 41101
Some features on this profile are disabled
CRD#: 7292158
AP

Professional summary

Anthony W Park is a registered financial advisor currently at LEIF CLARKE WEALTH MANAGEMENT, INC. located in Ashland, Kentucky.

Anthony is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Anthony has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Anthony W Park's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 24, 2026 - Present

LEIF CLARKE WEALTH MANAGEMENT, INC.

Office #1: 2165 Carter Avenue, Ashland, KY 41101
RIA
CRD#: 146369
Ashland, KY
Past

February 26, 2021 - May 28, 2021

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
ASHLAND, KY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Kentucky
(3/24/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 4/10/2026
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 3/19/2026
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/26/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/2/2020
Securities Industry Essentials Examination

Current Firm

LC
LEIF CLARKE WEALTH MANAGEMENT, INC.
LEIF CLARKE WEALTH MANAGEMENT, INC. | SENTINEL INVESTMENT ADVISORY SERVICES, INC

CRD#: 146369 / SEC#:

Kentucky
Registered Investment Advisory firm - (12/31/2010 Approved)
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Contact information

Main Address
2165 Carter Avenue, Ashland, KY 41101
Mailing Address
Phone number
(606) 325-0055
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts194
AUM (Assets Under Management)$ 57,177,368

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

LEIF CLARKE WEALTH MANAGEMENT, INC.

CRD#: 146369Ashland, KY 41101

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